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Industrials

120 industrials companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

• Communication Services 64
• Consumer Discretionary 169
• Consumer Staples 60
• Energy 51
• Financials 121
• Health Care 63
• Industrials 120
• Information Technology 100
• Materials 66
• Real Estate 33
• Utilities 12

Companies, page 1

1. Uber53 letters
2. Fastenal34 letters
3. UPS33 letters
4. Vestas31 letters
5. Brenntag30 letters
6. Limbach29 letters
7. AerCap23 letters
8. IWG22 letters
9. Elecnor19 letters
10. Jet217 letters
11. Copart15 letters
12. General Electric15 letters
13. Talgo14 letters
14. Union Pacific14 letters
15. CTT Correios de Portugal12 letters
16. Ashtead Group12 letters
17. Ayvens12 letters
18. ADP11 letters
19. Aeromexico10 letters
20. Old Dominion Freight Line10 letters
21. Copa Holdings10 letters
22. Boeing10 letters
23. Pluxee8 letters
24. Siemens Energy8 letters
25. Lockheed Martin8 letters
26. United Rentals8 letters
27. Expeditors8 letters
28. Siemens8 letters
29. BlueLinx7 letters
30. Deere7 letters
31. Axon7 letters
32. ADT7 letters
33. Airbus7 letters
34. Lyft7 letters
35. Capita7 letters
36. FedEx7 letters
37. Acciona6 letters
38. Assa Abloy6 letters
39. Franklin Covey6 letters
40. Thomson Reuters6 letters
41. Kone6 letters
42. TerraVest5 letters
43. Bolloré5 letters
44. ESAB5 letters
45. Cimpress5 letters
46. Cadre Holdings5 letters
47. Secure Waste Infrastructure5 letters
48. Watsco5 letters
49. Alstom5 letters
50. American Airlines5 letters
51. Alta Equipment Group4 letters
52. GFL Environmental4 letters
53. Travis Perkins4 letters
54. Judges Scientific4 letters
55. LATAM Airlines4 letters
56. Masco4 letters
57. Johnson Service Group4 letters
58. CSX3 letters
59. Griffon3 letters
60. Verisk3 letters
61. Dassault Aviation3 letters
62. Alquiber3 letters
63. Ametek3 letters
64. Didi Global3 letters
65. Heico3 letters
66. Serco3 letters
67. Cintas3 letters
68. Jungfraubahn3 letters
69. Babcock International3 letters
70. Grab3 letters
71. Heartland Express3 letters
72. Semperit3 letters
73. Star Bulk3 letters
74. Canadian National Railway3 letters
75. TransDigm3 letters
76. Air Canada2 letters
77. DCC2 letters
78. Chemring2 letters
79. CNH Industrial2 letters
80. GE Vernova2 letters
81. Atlas Copco2 letters
82. Grainger2 letters
83. Plug Power2 letters
84. Radiant Logistics2 letters
85. Ryanair2 letters
86. Swire Pacific2 letters
87. Wolters Kluwer2 letters
88. C.H. Robinson2 letters
89. Crawford United2 letters
90. Honeywell2 letters
91. Otis2 letters
92. Rosenbauer2 letters
93. Técnicas Reunidas2 letters
94. United Airlines2 letters
95. Vinci2 letters
96. AirAsia2 letters
97. Carrier Global2 letters
98. Intertek2 letters
99. Iveco2 letters
100. J&T Express2 letters

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.